After comparing how each company grows through acquisitions and organic expansion, how they approach debt and capital allocation, and what gives each business its durable competitive advantages, Kyle and Shawn determine which stock deserves a spot in the portfolio. Watch the full episode: youtu.be/wzvQmwbHhkY

Today, @IrrationalMrkts and @Shawn_OMalley_ discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. Listen here: tinyurl.com/zpmzu5n7

Tune in as @IrrationalMrkts and @Shawn_OMalley_ discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmart’s everyday low prices, how its suppliers end up financing its inventory, and why its power over those suppliers continues to draw antitrust scrutiny. Listen here: tinyurl.com/yc4zkszu

Dive in here: intrinsicvalue.beehiiv.com/p…

Meta has more optionality than any other company in the Magnificent Seven, from AI agents and cloud ambitions to its massive advertising business. But with AI capex reaching unprecedented levels, is the stock still as attractive as it was earlier this year?

They explore Meta’s AI initiatives, advertising opportunities, $17 billion teen-safety settlement, data-center financing, Wall Street’s differing views on its capital spending, and much more! Watch: youtu.be/UgIDsk4rl8I

Tune in to today's episode as @MnkeDaniel and @Shawn_OMalley revisit Meta Platforms (NASDAQ: META), examining the company’s massive AI spending, declining margins, and falling free cash flow. Listen: tinyurl.com/bdzbayp5

They discuss why saving is the first step in wealth creation, why financial independence is a matter of intention rather than luck, and how idle cash quietly becomes one of the most expensive decisions investors ever make. Watch: youtu.be/nOUH1ZAqXsA

Join @stig_brodersen on today's episode as he speaks with David Fagan about Total Wealth Performance and why someone with average investment returns can still build a meaningful net worth. Listen: tinyurl.com/3wk2xy8e

Alphabet has built one of the world’s most profitable collections of businesses, from Search and YouTube to Cloud and Waymo. But with AI driving massive capital spending and changing its balance sheet, is the original investment thesis still on track?

Rob almost never gives interviews but speaks in depth here about the principles & practices that have driven his success in the 20 years since he founded his firm, RV Capital—not least, his habit of betting on CEOs who view their business as their life’s work. Watch the full episode: youtu.be/MMyfAJRU6o4

Is the Alphabet we own still the one that we bought last year? In today’s episode, @IrrationalMrkts and @Shawn_OMalley_ revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. Listen here: tinyurl.com/5defftb9

They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, and how he arrived at the $2 million that let him live off his portfolio. Watch the full episode: youtu.be/TFMyFup1k48

In the latest episode of The Investor's Podcast, @stig_brodersen welcomes back @iancassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. Listen: tinyurl.com/y9a8nhfm

Tune in as @MnkeDaniel and @Shawn_OMalley_ revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. The stock is down more than 40% from its highs, U.S. insurance volumes have fallen for four straight quarters, and its main competitor, IAA, has now outgrown Copart for six straight quarters. In the end, Daniel updates his valuation model and decides whether Copart earns its way back into The Intrinsic Value Portfolio. Listen here: tinyurl.com/4pr4fva8

Today, @Shawn_OMalley_ and @MnkeDaniel revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. Listen here: tinyurl.com/4dy65war

In today's episode, @IrrationalMrkts and @Shawn_OMalley_ break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. Listen here: tinyurl.com/kdpdpf5x

Comfort Systems USA was a stock we passed on at $320. Since then, it has risen roughly fivefold as explosive data center spending drove accelerating growth, expanding margins, and exceptional capital efficiency. Listen: tinyurl.com/yrh37uz9

Today, @MnkeDaniel and @Shawn_OMalley_ take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Daniel values the business and decides whether PLTR deserves a spot in The Intrinsic Value Portfolio. Listen here: tinyurl.com/yw5pcjxn

Domino’s has built one of the most successful franchise businesses in the world. But with no traditional moat, slowing growth, and shares down nearly 50% from their highs, is this pizza royalty still worth owning?